How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to LODESTAR PRIVATE ASSET

13F Portfolio OverlapQ2 2026LODESTAR PRIVATE ASSET portfolio →

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Most similar hedge funds by 13F overlap

LODESTAR PRIVATE ASSET MANAGEMENT LLC is an institutional investor managing $1.2B across 232 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LODESTAR PRIVATE ASSET are ELEMENT POINTE ADVISORS, American National Bank of Texas, Cassaday & Wealth, with shared positions in $STT, $GLDM, $MDY, $PEP, $WFC, $STX. The full ranking of 25 similar funds is below.

#1ELEMENT POINTE ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$STT $GLDM $MDY

$621M

90 positions

#2American National Bank of TexasActive

Notable overlap · 3 shared positions

$STT $GLDM $MDY

$110M

56 positions

#3Cassaday & Co Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$STT $GLDM $PEP

$5.3B

1,313 positions

#4Cedar Point Capital Partners, LLCActive

Notable overlap · 3 shared positions

$STT $GLDM $WFC

$174M

77 positions

#5Pitcairn Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$STT $GLDM $MDY $STX

$913M

281 positions

#6Sterling Group Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$STT $PEP $WFC $GLW

$244M

62 positions

#7Walsh & Associates, LLCActive

Notable overlap · 3 shared positions

$STT $PEP $WFC

$122M

245 positions

#8IAG Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$STT $MDY $PEP

$1.0B

508 positions

#9Klingman & Associates, LLCActive

Notable overlap · 3 shared positions

$STT $MDY $GLW

$2.3B

350 positions

#10GLOBALT Investments LLC / GAActive

Notable overlap · 4 shared positions

$STT $STX $WFC $GLW

$3.0B

213 positions

#11Estate Counselors, LLCSmart money

Some overlap · 3 shared positions

$STT $MDY $STX

$1.2B

92 positions

#12Paladin Advisory Group, LLCPassive

Some overlap · 3 shared positions

$STT $MDY $WFC

$151M

243 positions

#13LifeGoal Investments, LLCActive

Some overlap · 4 shared positions

$STT $GLDM $STX $NBIS

$218M

155 positions

#14Compass Wealth Management, LLC/GAActive

Some overlap · 3 shared positions

$STT $GLDM $PEP

$251M

74 positions

#15RCW Management, LLCActive

Some overlap · 3 shared positions

$STT $GLDM $CEF

$112M

68 positions

#16Payne Capital Management, LLCActive

Some overlap · 3 shared positions

$STT $GLDM $GLW

$375M

88 positions

#17RETIREMENT INCOME SOLUTIONS, INCSmart money

Some overlap · 3 shared positions

$MDY $GLDM $STT

$581M

172 positions

#18MontVue Capital Management, Inc.Active

Some overlap · 3 shared positions

$STT $MDY $GLW

$174M

78 positions

#19Wealth Watch Advisors, INCActive

Some overlap · 3 shared positions

$STT $MDY $GLW

$309M

142 positions

#203EDGE Asset Management, LPActive

Some overlap · 4 shared positions

$STT $GLDM $CEF $MDY

$2.2B

94 positions

#21Clear Point Advisors Inc.Passive

Some overlap · 3 shared positions

$MDY $STT $GLDM

$113M

93 positions

#2210Elms LLPPassive

Some overlap · 3 shared positions

$STT $PEP $WFC

$236M

526 positions

#23CacheTech Inc.Passive

Some overlap · 3 shared positions

$STT $GLDM $STX

$618M

169 positions

#24Henderson Brothers Financial Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $MDY $PEP

$211M

77 positions

#25Redhawk Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$MDY $STT $GLW

$1.0B

408 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.